04/18/2016
Transamerica Intermediate Muni fund has won a 2016 Lipper Fund Award for its class I shares (TIMUX) in Lipper's Three Years Intermediate Municipal Debt Funds category.
04/18/2016
It was 15 years ago that academics began to predict a shift in economic power from the old order of developed economies to the newly named “Bric” nations.
04/18/2016
Based on a survey of 803 financial advisors examining their thought processes and actions, four out of five of them are very interested in working with privately held business owners.
04/17/2016
Five of the Top 100 offer insights into navigating the bull market. Why they’re pivoting toward value.
04/17/2016
Nationwide Survey by Merrill Lynch Private Banking and Investment Group Finds Generational Differences in Perspectives on Family Wealth and Division of Assets
04/15/2016
Fintech innovations come both from within the financial-services industry and from nonbank companies, which may want to offer their products or services as vendors to financial institutions, or, instead, partner with such institutions in offering new serv
04/15/2016
Figures throughout the world are more pessimistic, with only net 26 percent of respondents calling themselves confident.
04/15/2016
Internet access is now the dominant factor in financial inclusion, overtaking other variables such as race or education levels in determining whether someone participates in the traditional banking system
04/14/2016
The bankers were all focused on high net worth, as opposed to ultrahigh net worth, individuals.
04/14/2016
Employers in Key Position to Empower and Encourage Employees to Better Manage Their Finances Today and Prepare for the Future
04/14/2016
Business decisions get in the way of stock-picking skills
04/14/2016
The Oxfam official added that, “when corporations don’t pay their fair share of taxes governments are forced to cut back on essential services
04/14/2016
Data is based on actual subscriptions and redemptions independently calculated and confirmed from real capital movements
04/13/2016
The survey of more than 300 institutional investors also reveals that optimism about marketplace lending continues to grow, running counter to the widespread predictions by other observers of an industry contraction.
04/13/2016
Financial professionals are fond of quoting hockey legend Wayne Gretzky when planning the future: “I skate to where the puck is going to be, not where it has been.”
04/11/2016
“We don’t see a recession coming in the United States.” - Abby Joseph Cohen in a recent Bloomberg interview.
04/11/2016
By comparison, a committee of family members is used to make asset allocation decisions in 32% of the cases
04/11/2016
History has many examples of extended periods of economic weakness leading to the popularity of extreme political parties or the introduction of extreme policy.
04/10/2016
These increases — some of the largest of any cities in the nation — earn them standout status as entrylevel luxury real estate markets as revealed by the new Luxury Market Report
04/08/2016
New Study Shows the Influence That Financial Advisors Have on Ultra-High Net Worth Families in North America